Grow Financial Federal Credit Union

LPL
Financial
Advisors

Let Our LPL Financial Advisors Help You Grow


Trying to figure out your finances on your own is kind of like doing your own surgery. Getting the help of a financial professional is always a better idea. Whether you’re saving for retirement or college, trying to buy a house, or just need a little help managing your money, our financial advisors have been there and done that. And they can show you how to do it, too.

View Profile Joe Capone

Joe Capone

Registered Financial Representative

LPL Financial LLC
9927 Delaney Lake Drive
Tampa, FL 33619
Office: 813.837.2451, ext. 2159
Text: 813.696.6711
Email: joe.capone@growfinancial.org
Serving States: Florida

View Profile Jeff Dierksheide

Jeff Dierksheide

Financial Advisor

LPL Financial LLC
13305 N. Dale Mabry Hwy.
Tampa, FL 33618
Office: 813.832.2099, ext. 4306
Mobile: 813.309.6168
Text: 813.519.3891
Fax: 813.387.1661
Email: jeff.dierksheide@growfinancial.org
Serving Stores: Carrollwood and Lutz
Serving States: Florida, Maryland and Ohio

View Profile Austin Polo

Austin Polo

Financial Advisor

LPL Financial LLC
315 S. Boulevard
Tampa, FL 33606
Office: 813.837.2451, ext. 3604
Mobile: 813.696.2142
Text: 813.328.6402
Fax:813.832.2293
Email: austin.polo@growfinancial.org
Serving Stores: Bradenton, Downtown, Hyde Park, Lakewood Ranch, Lexington, Main Base, Sandhill, Summerville and Wescott
Serving States: Florida, Iowa, South Carolina and Virginia

View Profile Brian Rumbles, CRPC®

Brian Rumbles, CRPC®

Financial Advisor

LPL Financial LLC
7301 Dr. Martin Luther King, Jr. St. N.
St. Petersburg, FL 33702
Office: 800.839.6328, ext. 4405
Mobile: 813.505.1157
Text: 813.492.2304
Fax: 813.832.2293
Email: brian.rumbles@growfinancial.org
Serving Stores: Clearwater, Gulf to Bay, Largo, Pinellas Park, South Tampa and St. Petersburg
Serving States: Alabama, Florida, Georgia, Hawaii, Illinois, Indiana, North Carolina, Pennsylvania, South Carolina and West Virginia

View Profile Alexander Russello, CRPC®

Alexander Russello, CRPC®

Financial Advisor

LPL Financial LLC
604 E. Bloomingdale Ave.
Brandon, FL 33511
Office: 813.837.2451, ext. 2155
Mobile: 813.597.4661
Text: 813.336.8046
Fax: 813.832.2298
Email: alexander.russello@growfinancial.org
Serving Stores: Bloomingdale, Brandon and Town ‘N Country
Serving States: Arkansas, Florida, Kentucky, Massachusetts, Nevada, Tennessee, Virginia and Wisconsin

View Profile Nicholas Schaaf, CRPC®

Nicholas Schaaf, CRPC®

Financial Advisor

LPL Financial LLC
6121 State Rd. 54
New Port Richey, FL 34653
Office: 813.837.2451, ext. 5006
Mobile: 727.494.9457
Text: 813.519.3463
Email: nicholas.schaaf@growfinancial.org
Serving Stores: Busch Blvd, New Tampa, Pasco, Spring Hill and Wesley Chapel
Serving States: California, Colorado, Florida, Georgia, Maryland, Nebraska, New York, North Carolina, South Carolina, Texas, Utah and Washington

View Profile Robert J. Woerner, MBA, CRPC®, CFP®

Robert J. Woerner, MBA, CRPC®, CFP®

Program Manager

LPL Financial LLC
9927 Delaney Lake Drive
Tampa, FL 33619
Office: 813.837.2451, ext. 3308
Mobile: 813.597.4936 
Text: 813.492.8473
Fax: 813.832.2288
Email: robert.woerner@growfinancial.org

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Grow Financial Federal Credit Union and Grow Financial Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Grow Financial Retirement & Investment Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Grow Financial Federal Credit Union or Grow Financial Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:

NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY NOT BANK GUARANTEED NOT BANK DEPOSITS OR OBLIGATIONS MAY LOSE VALUE

Grow Financial Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for Grow Financial Federal Credit Union to make these referrals, resulting in a conflict of interest. Grow Financial Federal Credit Union is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.